Jobs: financial

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

LOOKING FOR SALES EXECUTIVE FOR THE ROLE OF FINANCIAL ADVISOR. JOB RESPOSIBLITIES REQUIRES SOURCING BUSINESS FROM EXISTING CLIENTS AND ACQUIRING NEW CLIENTS THROUGH REFFRELS. FINANCIAL PRODUCTS INCLUDES MUTUAL FUNDS, BONDS, FD, PORTFOLIO MANAGEMENT SERVICES, LIFE INSURANCE AND HEALTH INSURANCE. **Job Types**: Full-time, Permanent **Salary**: ₹20,000.00...

Overview of the Role This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk. Role details : Paraplanners provide support to financial advisers and their clients...

The Financial Planning Associate will play a crucial role in supporting our team of experienced financial planners in developing and implementing effective financial strategies for our clients. This position offers an excellent opportunity for a detail-oriented professional with a strong passion for financial planning and client...

Primary Role To provide financial advice and guidance to clients on various aspects of personal or business finance. This includes analysing client's financial status, goals and investment preferences, developing and implementing comprehensive financial plans, advising clients on investment strategies and risks managements, and monitoring clients...

Primary Role To provide financial advice and guidance to clients on various aspects of personal or business finance. This includes analysing client's financial status, goals and investment preferences, developing and implementing comprehensive financial plans, advising clients on investment strategies and risks managements, and monitoring clients investments...

**Responsibilities**: - Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about financial plans and strategies and giving financial advice. - Advising strategies for clients in insurance...

Job Title : Frontend Developer (Remote, Contract)Company : Treo Financial Inc.Location : Remote (Working in Eastern Time Zone)Duration : 6 months contract with potential for extension and full time offerCommitment : Full-time (40 hours per week)About Treo Financial Inc. : Treo Financial Inc. is a consumer financial technology startup based in New York...

Job Title : Frontend Developer (Remote, Contract)Company : Treo Financial Inc.Location : Remote (Working in Eastern Time Zone)Duration : 6 months contract with potential for extension and full time offerCommitment : Full-time (40 hours per week)About Treo Financial Inc. : Treo Financial Inc. is a consumer financial technology startup based in New...

We are a 4 year old Startup Consulting Services Organization and we help MSME's, Schools, Colleges, Training Institutes and AMFI Registered Mutual Fund Distribution in building their business through various support systems, trainings etc. Currently we are looking for individuals who can join our organization as team members not as employees, the roles and...

About the CompanyThe Company is a Systemically Important Non-Deposit taking Non-Banking Finance Company looking to hire a Risk Manager for their Risk Management team.The Company focuses on providing Education Loans to Indian students for studies both in India and Abroad. The Company presently has a book size of over Rs. 25,000 croresResponsibilitiesTo...

About the Company The Company is a Systemically Important Non-Deposit taking Non-Banking Finance Company looking to hire a Risk Manager for their Risk Management team. The Company focuses on providing Education Loans to Indian students for studies both in India and Abroad. The Company presently has a book size of over Rs. 25,000 crores Responsibilities To...

About the CompanyThe Company is a Systemically Important Non-Deposit taking Non-Banking Finance Company looking to hire a Risk Manager for their Risk Management team.The Company focuses on providing Education Loans to Indian students for studies both in India and Abroad. The Company presently has a book size of over Rs. 25,000 croresResponsibilitiesTo...

About the CompanyThe Company is a Systemically Important Non-Deposit taking Non-Banking Finance Company looking to hire a Risk Manager for their Risk Management team.The Company focuses on providing Education Loans to Indian students for studies both in India and Abroad. The Company presently has a book size of over Rs. 25,000 croresResponsibilitiesTo...

Job Requirements Job Title: MIS Executive at TeamSpace Financial Services Pvt Ltd, Santacruz (East), Mumbai, MaharashtraCompany Name: TeamSpace Financial Services Pvt LtdLocation: Santacruz (East), Mumbai, MaharashtraSalary: â¹12,000 - â¹20,000 per monthQualification: GraduationJob Description:Are you detail-oriented with a knack for analyzing data and...

Job Requirements Job Title: MIS Executive at TeamSpace Financial Services Pvt Ltd, Santacruz (East), Mumbai, MaharashtraCompany Name: TeamSpace Financial Services Pvt LtdLocation: Santacruz (East), Mumbai, MaharashtraSalary: â¹12,000 - â¹20,000 per monthQualification: GraduationJob Description:Are you detail-oriented with a knack for analyzing data and...

Analysing financial statements of stressed companies and preparing financial projections - Preparation of information memorandum/teasers for investors - Undertaking due-diligence of NPL Cases - Interacting with Financial & Strategic Investors with investment proposals - Preparation and Presentation of investment proposals to investors - Resolving...

NPA Acquisition Specialist We are seeking a qualified candidate with a minimum of 3 years of post-qualification experience for the role of NPA Acquisition and Resolution Specialist. The ideal candidate will be responsible for identifying, analyzing, and strategizing the resolution of non-performing assets (NPAs) acquired from banks and financial...

Graduation compulsory. Experience in BFSI sector added advantage. Retired person, housewife are welcome. **Job Types**: Full-time, Part-time, Freelance, Fresher **Salary**: From ₹30,000.00 per month **Benefits**: - Work from home Schedule: - Day shift - Flexible shift - Monday to Friday Supplemental pay types: - Joining bonus - Performance bonus -...

NO 1 LEADING COMPANY IS HIRING. **Job Types**: Full-time, Part-time, Fresher, Freelance Contract length: 45 months Pay: ₹25,500.00 - ₹50,500.00 per month Expected hours: No more than 14 per week **Benefits**: - Flexible schedule - Health insurance - Provident Fund Supplemental pay types: - Performance bonus - Yearly bonus Work Location: In...